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Customer Success Manager

3 weeks ago
Anywhere
Junior
Customer Success Manager
Customer and Technical Support
Salesforce
Apply Now
Kodiak Solutions

Kodiak Solutions

Kodiak Solutions helps finance, revenue cycle, and compliance teams free up resources, manage mounting pressures, and reduce risk.

Diversified Financial Services
View All Jobs 14

Description

  • Serve as the primary point of contact for an assigned portfolio of clients and build trusted relationships across multiple levels.
  • Lead customer onboarding to support smooth implementation, clear expectations, and early success.
  • Drive product adoption through proactive engagement aligned to customer goals.
  • Monitor account health, identify risks and opportunities, and execute action plans to improve retention and outcomes.
  • Partner with Product, Implementation, Support, and Leadership teams to advocate for customer needs and influence product improvements.
  • Review performance metrics with customers and provide insights, recommendations, and roadmaps tied to business objectives.
  • Facilitate quarterly business reviews and other strategic checkpoints to reinforce value and deepen engagement.
  • Act as the escalation point for customer issues and coordinate internal resources to resolve them promptly.
  • Manage the renewals process, including forecasting, renewal materials, risk identification, and cross-functional coordination to secure timely renewals.
  • Maintain accurate documentation, account plans, and activity tracking in Planhat, Salesforce, and other internal systems.

Requirements

  • 2+ years of experience in Customer Success, Account Management, or a related client-facing role in SaaS, technology, or professional services.
  • Experience in the Healthcare Revenue Cycle industry, including revenue cycle workflows, terminology, reimbursement processes, and common operational challenges.
  • Experience using Planhat Customer Success Platform is preferred, including health scoring, workflows, playbooks, renewals tracking, and reporting.
  • Strong communication, presentation, and relationship-building skills.
  • Ability to simplify complex information, manage competing priorities, and work proactively and reactively in a fast-moving environment.
  • Demonstrated problem-solving mindset with the ability to influence without authority.
  • Experience partnering across functions to deliver cohesive, high-quality customer experiences.
  • Passion for continuous improvement and improving the customer journey.
  • Remote work with minimal travel to customer locations and Kodiak conference events.

Interested in this position?

Apply directly on the company website

Apply Now

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